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Earmarkz
Connecting Sales Prospects with Happy Customers
The Goal
Transform the customer reference process into a scalable, sales-driving system by building a simple, powerful SaaS platform that connects prospects with the perfect customer advocates.
The Challenge
Enterprise sales teams often hit the same roadblock: reference calls. Closing a big deal can hinge on quickly finding the right customer advocate, but the process is usually tedious, inconsistent, and slow.
EarMarkz founder Josh Ruffner, drawing from decades in enterprise sales, knew the pain firsthand. He envisioned a platform that would streamline customer references, turning a friction point into a sales accelerator.
As a Little Taller Studio venture, Earmarkz needed end-to-end support to grow from concept to thriving software company.
Key Outcomes
- Transformed customer reference calls from a bottleneck into a scalable, repeatable process
- Delivered a SaaS platform purpose-built for sales enablement
- Helped reps close deals faster by connecting prospects with the right advocates
- Supported Earmarkz from early venture stage to thriving independent software company
The Results
Customer Profiles
Detailed advocate data including impact and context
Kanban Workflow
Manage reference calls through drag-and-drop stages
Activity Dashboard
Color-coded tags highlight urgent action items
Contact Management
Quick access to reference-ready customers
Our Approach
Little Taller partnered with Earmarkz to build a reference management SaaS platform that empowers sales reps with simple, effective tools.
Design & UX
- Crafted an intuitive interface for both sales reps and administrators
- Designed a Kanban-style workflow to track reference requests and progress
- Added visual indicators (tags, color codes) for quick status updates
Customer Reference Profiles
- Built robust profiles with contact info, impact metrics, and contextual details
- Enabled reps to match prospects with advocates who mirror their situation
Sales Dashboard
- Developed a clear activity overview so reps can monitor reference requests at a glance
- Simplified navigation to keep action items front and center
Studio Support
- Guided Earmarkz through branding, product design, and research
- Provided leadership training to equip the team for scaling as a standalone SaaS company
Tools & Platforms
- Figma
- Laravel API
- Vue.js frontend
Little Taller Services
- Product Strategy & Research
- SaaS UX & UI Design
- Brand & Visual Identity
- Venture Studio Support (design, training, leadership enablement)
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